Prospecting data for wholesalers across agents, reps and advisors.
Annuity, life and investment wholesalers sell through insurance agents, registered reps and advisors. Accupoint puts all three in one search, by territory, license, carrier appointment and firm.
From search to conversation.
- 01
Build your territory
Search by state, city or ZIP to see who is in your territory, across insurance and securities.
- 02
Find who can sell your product
Filter agents by line of authority and carrier appointment, and reps and advisors by exams and firm.
- 03
Find the dual registrants
Variable annuities need both an insurance license and a securities registration. Accupoint shows both on one record, so those producers are one search away.
- 04
Reach them
Download the records, send them to your CRM on a plan that includes it (ask which CRMs your account supports), ask Accupoint from Claude or ChatGPT in preview, or let our team run email, direct mail and calling for you.
Questions
Which producers can sell annuities?
Fixed annuities are generally sold under a life line of authority; variable annuities also need a securities registration. Accupoint shows both on one record.
Can I build a territory by state or ZIP?
Yes. Search by state, city or ZIP, and combine it with licenses, appointments and firms.
Can I find agents already appointed with my carrier?
Yes. Filter by carrier and appointment status, or leave out the ones already appointed.
Can I send the records to my CRM or ask about them from Claude or ChatGPT?
Yes, on a plan that includes them. Push records to your CRM (ask which CRMs your account supports), download them, or ask Accupoint from Claude or ChatGPT, in preview.
Related
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